Document management lets users manage common document types, such as Word, Excel, PowerPoint, OneNote, and create folders to save and manage those documents. However, when it comes to document management, the native SharePoint integration within Dynamics 365 CRM is rather limited. Our productivity apps offer two solutions for document management within Dynamics 365 CRM/Power Apps …
Posts Tagged ‘Dynamics 365 cloud storage integration’
Attachment Management on Cloud Storage from within Dynamics 365
Dynamics 365 CRM is a vast customer relationship management (CRM) system which caters to different functions of different users. It has provisions to keep track of customer details in almost all aspects. For e.g. there are Sales, Marketing, Service and other modules that focus on targeted areas and are a driving factor behind managing customer …
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